2016 US Presidential Election

01FEB 2017

Economics

Letter from America - part two: What will be Trump's top legislative priorities?

UK equity fund manager David Docherty recently visited the US to discover more about the new Donald Trump administration and its likely impact on markets. In part two of his findings, he discusses deregulation, tax reform and healthcare, which are likely to be the key areas of focus for the new president.

01FEB 2017

Economics

Letter from America - part one: How will Trump seek to govern?

UK equity fund manager David Docherty recently visited the US to discover more about the new Donald Trump administration and its likely impact on markets. In part one of his findings, he discusses how Trump might govern and the constraints that could limit his room for manouevre.

JANUARY

19JAN 2017

Economics

How big was the global Trump rally – and where does it leave valuations?

The prospect of a Trump presidency has fuelled a rally in stockmarkets. We explain why and look at the latest valuations.

2016

NOVEMBER

28NOV 2016

Economics

Can the emerging markets revival continue?

Our panel of experts reflect on the revival seen in emerging markets this year, and discuss whether it is set to continue in 2017 in the wake of the recent US presidential election result.

18NOV 2016

Economics

One week on: how the market changed its tune on Trump

These five charts illustrate how the market’s attitude has softened towards Donald Trump’s win, but how long will it last?

16NOV 2016

Economics

A calendar of potential investment shocks on the horizon

We look at a calendar of events over the next 12 months that have the potential to shock financial markets.

09NOV 2016

Economics

Trump election victory: the view from our equities teams

Following Donald Trump’s presidential election triumph, we round up the responses of our equities desks.

09NOV 2016

Economics

How the market reacted to the US election: Four essential charts explained

Following Donald Trump’s victory in the US presidential election we look at the performance of gold, US healthcare stocks, the dollar and the volatility index to gauge the market’s reaction.

09NOV 2016

Watch/Listen

60 seconds on the market implications of Trump's victory

Johanna Kyrklund discusses the possible impact of Donald Trump's US election win on various asset classes.

09NOV 2016

Economics

What does Trump's win mean for bonds?

We discuss some of the implications of the US presidential election result for the global bond market.